AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-6336

  1. 10,628 Posts.
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    Ming, its a great post. Please don't get me wrong, I never said it does not happen, I said that the resource size is not ALL that matters.
    Lets drill a bit further (pardon the punt) How much tin was shipped in the past from that location? We had people here saying it goes by barge and train.... So Truck, barge, train, ship (load and off load every time) This will increase risk and cost as logistics are more complicated. For AVZ to be relevant and to show this big balloon in your pic, it needs to do 4 or 5 times PLS or KDR in production. So a 20 -25 mt mine? What does this cost? How long does it take? This all has not been tested and will dwarf any tin that was previously shipped. Mining tin and lit. at the same time, is that possible and what is the additional cost. My point remains the same. Yes HUGE resource we all know that, but getting it into the battery factory is a different proposition IMO. For that reason I believe the SP is stuck where it is.
 
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